Commission Decision recognising certain critical raw material projects as Strategic Projects
Strategic-project designation can accelerate development of critical raw material mines and processing capacity.
Source →The trace
How it reaches your house.
Starting from Rare-earth elements (NdPr), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Neo Performance Materials →Stands to benefitSilmet 2.0
The EU Strategic Project designation directly benefits Neo's Silmet 2.0 modernization, which the company says is expected to triple capacity and expand heavy rare earth separation.
“Modernized facility is expected to triple capacity, expand heavy rare earth separation and allow for the processing of new and higher value feedstock sources”
95% confidenceCited →Rare-earth elements (NdPr) →supply upStrategic-project status can speed NdPr mining and processing, and rare earth magnets have a critical 0.9-dependency on NdPr, so more input supply should make magnet output more available.
77% confidenceEuro Manganese Inc. →supply upHop 2
Cobalt sulfate (battery grade) →supply upBattery-grade cobalt sulfate is a key, highly dependent input for lithium-ion batteries, so more supply should improve battery availability.
82% confidenceRare earth magnets →supply upNeodymium-Praseodymium (NdPr) Oxide/Metal
Strategic-project designation can accelerate rare-earth mining and separation capacity, improving supply of the key NdPr oxide/metal input for magnet production.
80% confidenceCobalt Ore (DRC) →supply upHop 3
Dysprosium (Dy) Metal →supply upDysprosium is a critical input to rare earth magnets, so accelerated dysprosium supply should ease magnet production and increase availability.
91% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →supply upNdPr oxide/metal is a highly critical input to rare earth magnets (dependency strength 0.98), so policy-driven acceleration of mining and processing should increase magnet input availability.
76% confidenceTerbium (Tb) Metal →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Lithium-ion batteries · Cobalt and battery minerals
In the MyPRIA app, this is checked against your own holdings.